Japan’s Japex to Expand Oil and Gas Production, Including in the U.S.

Tokyo-based Japan Petroleum Exploration Co., Ltd. (JAPEX) today unveiled its ambitious “JAPEX Management Plan 2026-2035,” a decade-long strategy designed to quadruple its oil and gas production and position the company as a more resilient global energy player. The plan places heavy emphasis on U.S. expansion, building on the company’s recent $1.26 billion acquisition of operated […]

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Tesla’s Battery Business Stalls, but Don’t Count Them Out

Tesla’s energy storage division—once a quiet, high-margin moneymaker that outpaced the company’s slowing EV sales—has hit an unexpected bump. Bloomberg’s latest report highlights how the battery business, which fueled rapid revenue growth amid softening auto demand, suddenly stalled in early 2026. In Q1 2026, Tesla deployed just 8.8 GWh of energy storage products—down about 15% […]

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When the Paper Price of Oil Catches Up with the Physical Price of Delivered Oil, It Will Be a Violent Swing UP

In the high-stakes world of global energy markets, two prices for oil exist side by side — but they are telling wildly different stories right now. The “paper” price, reflected in Brent and WTI futures contracts traded on exchanges, sits around $99 per barrel as of April 22, 2026. Meanwhile, the physical price for delivered […]

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Global Oil Inventories Fall to Record Lows. What does this mean to investors and consumers?

The global oil market is facing its most severe supply shock in years. Ongoing disruptions in the Middle East—driven by conflict and the effective closure of the Strait of Hormuz—have slashed exports by more than 13 million barrels per day (mb/d), triggered massive production shut-ins, and sent inventories plunging. According to the International Energy Agency’s […]

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Arsenal Resources Exploring Options of a Potential Sale Close to $1.5 Billion

Arsenal Resources, a privately held pure-play natural gas explorer and producer focused exclusively on the Marcellus Shale, is exploring strategic options—including a potential sale that could value the company near $1.5 billion—according to sources familiar with the matter. The company has engaged financial advisers to gauge buyer interest, as the Marcellus basin continues to see […]

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The World Has Spent $10 Trillion on Green Energy — and Only Reached 3% of Global Energy

In a recent statement that has sparked widespread discussion, U.S. Energy Secretary Chris Wright highlighted a stark reality in the global push for renewables. Quoting from the White House Rapid Response account on X: “We definitely want energy from everywhere we can get it. We’re driving nuclear forward in the Trump Administration—but in the last […]

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US Markets Look Like a Bull Run, but the Hormuz Dependent Countries are Looking Down

As U.S. stock futures surge ahead of Monday’s open, signaling yet another leg higher for the major indices, energy markets tell a very different story. The reopening of the Strait of Hormuz—following Iran’s recent declaration that the vital waterway is “completely open” during the ceasefire—has triggered a sharp plunge in oil prices. This is great […]

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